New and Updated Features

Recent Releases 1/16/2018

PROJECTS RELEASED Resource Connections Reports “Resource Connections” in the Service Reports columns replaces “Resource Referrals” There are 3 reports now available to provide you with Resource Connection and Information Shared data “Resource Connections” – This report will display all connections made within the date range specified. The connections displayed will be for those families that

Recent Releases 1/16/2018 Read More »

Emailing Invoices

A new automated Invoicing feature has recently been released. All Program Admins now have an Invoices section under Setup listing all invoices. The most recent invoice will be listed at the top. In many cases, you need to send that invoice on to someone else that will handle the payment. Here’s an easy way to

Emailing Invoices Read More »